+411.1%
WDC vs BP
+39.3%
+371.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.7% | +1.1% |
| 7D | +7.5% | +4.0% | +3.5% | +7.5% |
| 30D | +10.1% | +7.8% | +2.2% | +10.3% |
| 3M | -6.8% | +8.4% | -15.2% | -5.8% |
| 6M | +84.1% | +15.1% | +69.1% | +81.8% |
| YTD | +180.3% | +36.4% | +143.8% | +175.7% |
| 1Y | +411.1% | +40.9% | +370.2% | +403.3% |
| All | +411.1% | +39.3% | +371.8% | +403.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling